Desert Sage School FY2024 filing

Tax-deductible

Tucson, AZ501(c)(3)Since 2019EducationEIN 84-2994066Revenue $1.6M in FY2024

On file with the IRSdesertsageschool.org3434 E Broadway Blvd, 85716-5406 · Tucson, AZTax-exempt since Jun 2020School — 170(b)(1)(A)(ii)

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Guided by the principles of public waldorf education, we celebrate diversity, embrace equity, and cultivate inclusion to create space for an educational experience that bridges opportunity gaps, develops students' academic and life skills, and inspires lifelong learning.

501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
$70K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $253K a year · 34% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
65%
of spending
Fine: 65% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$70K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 9.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $676K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$852K
58% of total assets
Fine: liabilities are 58% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.6M
×22 vs prior year
Spent
$1.1M
To programs
65%
Net assets
$625K
By yearFY2021–FY2024
Revenue
$1.6M
FY2024▲ ×22
Tap a bar for its year
Revenue by fiscal year
FY2021$535K
FY2022$74K
FY2024$1.6M
FY2024$2.0M
Expenses
$1.1M
FY2024▲ +510%
Tap a bar for its year
Expenses by fiscal year
FY2021$123K
FY2022$186K
FY2024$1.1M
FY2024$1.6M
Net assets
$625K
FY2024▲ +85%
Tap a bar for its year
Net assets by fiscal year
FY2021$451K
FY2022$338K
FY2024$625K
FY2024$1.0M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $742K Management & general 35% · $393K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $70K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Director
$70,058Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A

Sarah Bromer’s $71K as Director is at the 14th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2024FY2022FY2021
Sarah Bromer$71,401$70,058$51,686—
Stephanie Wheatley——$28,100$39,854
Venus-Tyane Kuya——$35,669—
David Wagner——$29,717—
Linda Biederman——$5,214—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates diverse students, bridging opportunity gaps and fostering lifelong learning through Waldorf principles.

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Provided by the organization

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1 program · $742K · in their own filed words · FY2023
01

Guided by the principles of public waldorf education, we celebrate diversity, embrace equity, and cultivate inclusion to create space for an educational experience that bridges opportunity gaps, develops students' academic and life skills, and inspires lifelong learning.

$742Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
A for ArizonaFY2023$492K
Total grants receivedfrom 4 funders$676K
See all 4 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.6M
Ln 12
Gifts and grantsLn 1h$1.6M
Investment incomeLn 3$19K
Other incomeLn 4–11$13K
Money outPt IX
$1.1M
Ln 25
Programscol B$742K
Managementcol C$393K
Owns and owesPt X
$625K
net assets · Ln 32
Cash and savingsLn 1–2$929K
Total assetsLn 16$1.5M
LiabilitiesLn 26$852K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Government grantsLn 1e$1.3M
Investment incomeLn 3$19K
Other incomeLn 4–11$13K
Total revenueLn 12$1.6M
Assets in detailPt X, end of year
CashLn 1$643K
SavingsLn 2$286K
Cash and savings togetherLn 1–2$929K
Land, buildings, equipmentLn 10c$119K
Other assetsLn 15$307K
Total assetsLn 16$1.5M
LiabilitiesLn 26$852K
Net assetsLn 32$625K
OperationsPt I, VI
EmployeesI 529
VolunteersI 611
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$124K$929K
Land, buildings, equipmentLn 10c$55K$119K
Total assetsLn 16$657K$1.5M
LiabilitiesLn 26$491K$852K
Net assetsLn 32$166K$625K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$196K$96K$99K
Other salaries and wagesLn 7$233K$115K$118K
Other employee benefitsLn 9$56K$28K$28K
Payroll taxesLn 10$34K$11K$23K
Other fees for servicesLn 11g$184K$169K$15K
Advertising and promotionLn 12$50K$50K
Office expensesLn 13$135K$122K$13K
OccupancyLn 16$21K$21K
TravelLn 17$13K$47$13K
Depreciation, depletion and amortizationLn 22$28K$28K
InsuranceLn 23$23K$20K$3K
Other expenses (24a–d)Ln 24$160K$130K$30K
All other expensesLn 24e$2K$2K$31
Total functional expensesLn 25$1.1M$742K$393K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Viewing $1.6M$1.1M$459K$625K 990 PDF
FY2023 Not on file
FY2022 $74K$186K−$112K$338K 990 PDF
FY2021 $535K$123K$412K$451K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $1,593,980 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $698,984$1,562,152
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$1,107$18,996
I-11 Other revenuePrior year $1,770$12,832
I-12 Total revenuePrior year $699,647$1,593,980
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $396,155$519,045
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $471,182$615,659
I-18 Total expensesPrior year $867,337$1,134,704
I-19 Revenue less expensesPrior year −$167,690$459,276
Part VI · Governance 7 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $1,593,980 across 6 lines filed
VIII-1e Government grants$1,251,430
VIII-1f All other contributions, gifts and grants$310,722
VIII-1h Total contributions, gifts and grants$1,562,152
VIII-3 Investment incomeExcluded from tax $18,996$18,996
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,832$12,832
VIII-12 Total revenueRelated to mission $12,832 · Unrelated business $0 · Excluded from tax $18,996$1,593,980
Part IX · Statement of functional expenses $1,134,704 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $96,321 · Management $99,273$195,594
IX-7 Other salaries and wagesPrograms $114,912 · Management $118,433$233,345
IX-9 Other employee benefitsPrograms $27,547 · Management $28,392$55,939
IX-10 Payroll taxesPrograms $11,079 · Management $23,088$34,167
IX-11g Other fees for servicesPrograms $168,719 · Management $15,250$183,969
IX-12 Advertising and promotionManagement $50,442$50,442
IX-13 Office expensesPrograms $121,512 · Management $13,102$134,614
IX-16 OccupancyPrograms $20,951$20,951
IX-17 TravelPrograms $47 · Management $12,526$12,573
IX-22 Depreciation, depletion and amortizationPrograms $28,464$28,464
IX-23 InsurancePrograms $20,442 · Management $2,534$22,976
IX-24 Other expenses (24a–d)Programs $129,588 · Management $30,108$159,696
IX-24e All other expensesPrograms $1,943 · Management $31$1,974
IX-25 Total functional expensesPrograms $741,525 · Management $393,179 · Fundraising $0$1,134,704
Part X · Balance sheet $1,477,125 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $18,347$642,759
X-2 Savings and temporary cash investmentsStart of year $106,144$286,485
X-4 Accounts receivableStart of year $43,799$20,050
X-9 Prepaid expenses and deferred chargesStart of year $40,652$100,932
X-10c Land, buildings and equipment, netStart of year $55,474$119,429
X-15 Other assetsStart of year $392,869$307,470
X-16 Total assetsStart of year $657,285$1,477,125
X-17 Accounts payable and accrued expensesStart of year $26,151$88,612
X-19 Deferred revenue$405,855
X-25 Other liabilitiesStart of year $465,232$357,480
X-26 Total liabilitiesStart of year $491,383$851,947
X-27 Net assets without donor restrictionsStart of year $153,728$516,143
X-28 Net assets with donor restrictionsStart of year $12,174$109,035
X-32 Total net assets or fund balancesStart of year $165,902$625,178
X-33 Total liabilities and net assetsStart of year $657,285$1,477,125
Part XI · Reconciliation of net assets $625,178 net assets at year end
XI-1 Total revenue$1,593,980
XI-2 Total expenses$1,134,704
XI-3 Revenue less expenses$459,276
XI-4 Net assets at start of year$165,902
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$625,178

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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